Client Intake Form 1

I paid a daycare or a nanny to care for my child 13 years or younger while I worked or looked for work. I can get a statement with their EIN/SSN to provide this claim

I attended a college/university/community college/post-secondary institution/career school and paid eligible expenses that can be proven with a 1098T form

I paid charity/tithes/or given donations to community organizations and/or religious institutions

I paid an over $12,400 in expenses for itemization

I paid student loan interest and received a 1098E

I had eligible medical expenses

I had energy and solar power expenses

I sold and/or purchased a home

I adopted a child or had a baby

I am in the military and had to move

I got separated/divorced paid or received alimony

Does not apply

CLIENT INTAKE FORM PART 1

Client Intake

Taxpayer Information

Spouse Information